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Utilities Select Sector SPDR Fund

1,098 hedge funds and large institutions have $11.6B invested in Utilities Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 357 increasing their positions, 450 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,098
Holders Change
-74
Holders Change %
-6.31%
% of All Funds
17.57%
Holding in Top 10
34
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-33.33%
% of All Funds
0.54%
New
105
Increased
357
Reduced
450
Closed
152
Calls
$408M
Puts
$743M
Net Calls
-$334M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
551
Keebeck Wealth Management
Illinois
$748K
SSW
552
Stone Summit Wealth
Florida
$746K -$61.6K -910 -8%
CI
553
Clal Insurance
Israel
$745K
TPWA
554
TRUE Private Wealth Advisors
Oregon
$726K -$47.7K -704 -6%
FNBT
555
FineMark National Bank & Trust
Florida
$724K -$25.5K -377 -3%
AFS
556
AFG Fiduciary Services
Massachusetts
$723K +$136K +2,015 +23%
SLWA
557
San Luis Wealth Advisors
California
$721K -$13.2K -195 -2%
WP
558
WealthShield Partners
North Carolina
$719K +$56.6K +836 +9%
TW
559
Transform Wealth
Colorado
$698K -$2.24M -33,078 -76%
MAM
560
MMA Asset Management
Pennsylvania
$693K +$25.3K +374 +4%
AWM
561
Axxcess Wealth Management
California
$692K -$2.89M -42,684 -81%
PIA
562
Powell Investment Advisors
Florida
$691K -$1.63K -24 -0.2%
SWM
563
SeaCrest Wealth Management
New York
$690K -$5.42K -80 -0.8%
CFS
564
CRA Financial Services
New Jersey
$689K +$3.79K +56 +0.6%
RVPG
565
Relative Value Partners Group
$687K
TYCC
566
Texas Yale Capital Corp
Florida
$682K
RCA
567
Resonant Capital Advisors
Wisconsin
$677K -$232K -3,429 -26%
IHL
568
Investment House LLC
California
$677K +$203K +3,000 +43%
CWM
569
Chesapeake Wealth Management
Virginia
$674K +$1.69K +25 +0.3%
W
570
WealthOne
New York
$669K -$27.4K -405 -4%
MSAM
571
Moloney Securities Asset Management
Missouri
$668K -$9.41K -139 -1%
RSWM
572
Robertson Stephens Wealth Management
California
$668K -$188K -2,775 -22%
SC
573
Scotia Capital
Ontario, Canada
$667K -$20K -295 -3%
PMEF
574
Point72 Middle East FZE
United Arab Emirates
$665K +$625K +9,240 +1,593%
SIC
575
Salem Investment Counselors
North Carolina
$656K -$20.6K -304 -3%